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Sponsor portfolio

CORODATA CORPORATION

EIN 95-2903808-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$1.7M premiums
Participants
330
12375 KERRAN STREET - POWAY, CA 92064858-748-1100
Plans on this EIN
2 filings
#001401k-$17.9M - 183 part#502Fully Insured-$1.7M - 147 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$115K
  • Other$38K
  • Life$15K
  • Vision$8K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ALLIANT INSURANCE SERVICES, INC.66%
  • MARSH & MCLENNAN AGENCY LLC31%
  • COLONIAL LIFE & ACCIDENT3%
Total $62K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CORODATA CORPORATION 401(K) PLAN

401k

Assets$17.9M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CORODATA CORPORATION HEALTH BENEFIT PLAN

Fully Insured - AETNA HEALTH OF CALIFORNIA INC

Premiums$1.7M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORODATA CORPORATION 401(K) PLAN401k$17.9M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CORODATA CORPORATION HEALTH BENEFIT PLANFully InsuredAETNA HEALTH OF CALIFORNIA INC$1.7M1472025
Retirement plans
Welfare plans
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